TWM
Torch Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $257K | Hold |
797
| – | – | 0.14% | 98 |
|
|
2019
Q3 | $238K | Buy |
797
+77
| +11% | +$23K | 0.14% | 95 |
|
|
2019
Q2 | $212K | Hold |
720
| – | – | 0.13% | 100 |
|
|
2019
Q1 | $205K | Buy |
+720
| New | +$205K | 0.13% | 102 |
|
|
2018
Q4 | – | Sell |
-720
| Closed | -$211K | – | 101 |
|
|
2018
Q3 | $211K | Buy |
+720
| New | +$211K | 0.13% | 99 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$59K | – | 170 |
|
|
2014
Q2 | $59K | Hold |
300
| – | – | 0.04% | 151 |
|
|
2014
Q1 | $56K | Buy |
+300
| New | +$56K | 0.04% | 148 |
|